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* Implement providers factory * Multiple providers sync support - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.) * Add generic provider_import_adapter * Finish unified import strategy * Update app/models/plaid_account.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Update app/models/provider/factory.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Fix account linked by plaid_id instead of external_id * Parse numerics to BigDecimal Parse numerics to BigDecimal before computing amount; guard nils. Avoid String * String and float drift; also normalize date. * Fix incorrect usage of assert_raises. * Fix linter * Fix processor test. * Update current_balance_manager.rb * Test fixes * Fix plaid linked account test * Add support for holding per account_provider * Fix proper account access Also fix account deletion for simpefin too * FIX match tests for consistency * Some more factory updates * Fix account schema for multipe providers Can do: - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers) - Account #2 → PlaidAccount only - Account #3 → SimplefinAccount only Cannot do: - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type) - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts) * Fix account setup - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type]) - Each provider should maintain its own separate entries - We should NOT update one provider's entry when another provider syncs * Fix linter and guard migration * FIX linter issues. * Fixes - Remove duplicated index - Pass account_provider_id - Guard holdings call to avoid NoMethodError * Update schema and provider import fix * Plaid doesn't allow holdings deletion * Use ClimateControl for proper env setup * No need for this in .git --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
42 lines
1.2 KiB
Ruby
42 lines
1.2 KiB
Ruby
class Assistant::Function::GetAccounts < Assistant::Function
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class << self
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def name
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"get_accounts"
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end
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def description
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"Use this to see what accounts the user has along with their current and historical balances"
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end
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end
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def call(params = {})
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{
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as_of_date: Date.current,
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accounts: family.accounts.includes(:balances, :account_providers).map do |account|
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{
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name: account.name,
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balance: account.balance,
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currency: account.currency,
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balance_formatted: account.balance_money.format,
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classification: account.classification,
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type: account.accountable_type,
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start_date: account.start_date,
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is_linked: account.linked?,
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provider: account.provider_name,
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status: account.status,
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historical_balances: historical_balances(account)
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}
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end
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}
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end
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private
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def historical_balances(account)
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start_date = [ account.start_date, 5.years.ago.to_date ].max
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period = Period.custom(start_date: start_date, end_date: Date.current)
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balance_series = account.balance_series(period: period, interval: "1 month")
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to_ai_time_series(balance_series)
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end
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end
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